Cambridge Investment Research Advisors

Cambridge Investment Research Advisors Portfolio holdings

AUM $36.4B
1-Year Est. Return 20.08%
This Quarter Est. Return
1 Year Est. Return
+20.08%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$7.44B
AUM Growth
+$643M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,115
New
Increased
Reduced
Closed

Top Buys

1
+$22.1M
2
+$17.9M
3
+$15.7M
4
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$15.2M
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$14.9M

Top Sells

1
+$16.5M
2
+$12.9M
3
+$9.73M
4
FLRN icon
State Street SPDR Bloomberg Investment Grade Floating Rate ETF
FLRN
+$8.09M
5
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$7.96M

Sector Composition

1 Technology 5.26%
2 Financials 4.88%
3 Healthcare 4.37%
4 Industrials 4.05%
5 Communication Services 3.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1426
$371K 0.01%
27,665
-2,210
1427
$371K 0.01%
2,610
+421
1428
$371K 0.01%
12,354
-25,467
1429
$371K 0.01%
4,043
-170
1430
$371K 0.01%
21,348
1431
$370K 0.01%
7,338
+978
1432
$369K 0.01%
866
-9
1433
$369K 0.01%
+27,607
1434
$368K ﹤0.01%
+3,149
1435
$367K ﹤0.01%
4,170
+550
1436
$367K ﹤0.01%
6,184
+410
1437
$367K ﹤0.01%
13,558
-61,371
1438
$366K ﹤0.01%
4,982
-137
1439
$366K ﹤0.01%
12,982
-3,035
1440
$365K ﹤0.01%
10,120
+1,452
1441
$365K ﹤0.01%
13,121
+4,588
1442
$364K ﹤0.01%
3,015
-805
1443
$363K ﹤0.01%
3,320
+356
1444
$362K ﹤0.01%
+11,435
1445
$362K ﹤0.01%
+4,173
1446
$361K ﹤0.01%
31,339
+1,195
1447
$361K ﹤0.01%
6,583
-341
1448
$361K ﹤0.01%
6,260
-375
1449
$360K ﹤0.01%
10,814
+456
1450
$359K ﹤0.01%
20,052
-3,711
56 57
58
59 60